ASSET MANAGEMENT – We are proud to offer Asset Management to Financial Planning clients. This optional service allows you to delegate the ongoing management of investment accounts while pursuing your financial goals. All choices are driven by your long-term vision of your best future. Please note: the quality of investment advice you receive as a Financial Planning client will not change should you decline to have the firm manage your investments.
Some people find the world of investing to be overwhelming. Others simply want to free up their minds for other pursuits. Whatever your reasons, Asset Management provides implementation, monitoring, and updating (as needed) of your portfolio. Whether you want to reduce stress or increase free time – or both! – we are happy to help.
The Price – Asset Management is billed as a percentage of Assets Under Management (AUM), with fees decreasing as managed assets increase. There is no minimum account size to get started, and new Financial Planning clients will have any AUM fees offset by their retainer payments – the equivalent of your first $360,000 managed for free. Click here to view a list of the tiered fee schedule in our current Form ADV Part 2.
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